MU vs PANW: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-24.
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(-0.1%).
MU trades at a lower forward P/E
(21.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MU |
PANW |
| Current Price |
$455.07 |
$174.41 |
| Fair Value Estimate |
$250.29 |
$174.18 |
| Upside to Fair Value |
-45.0%
|
-0.1%
|
| Market Cap |
$513.2B |
$118.9B |
| Forward P/E |
21.2x
|
94.6x
|
| EV / EBITDA |
13.8x
|
52.3x
|
| Price / Sales |
8.8x
|
12.0x
|
| Price / FCF |
49.9x
|
29.2x
|
| Revenue Growth YoY |
+196.3%
|
+14.9%
|
| Gross Margin |
58.4%
|
73.5%
|
| Operating Margin |
48.5%
|
14.4%
|
| Return on Equity |
40.8%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.0%
|
3.42%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, with a dominant position in DRAM and NAND markets. The company benefits from a strong business quality characterized by high profitability, exceptional revenue growth of 196.3% year-over-year in the most recent quarter, and a robust return on equity of 40.8%. Despite these strengths, the stock…
Palo Alto Networks, Inc. is a leading global cybersecurity company specializing in AI-driven security platforms with a strong recurring revenue base exceeding 80% of total revenue. The company benefits from a high gross margin of 73.5% and solid profitability with a net margin of 13.0%, supported by accelerating revenue growth of 14.9% and earnings growth of 61.6% in the most recent quarter. Unde…
Accumulation Zones
| Metric |
MU |
PANW |
| Zone Low |
$187.72 |
$130.63 |
| Zone High |
$212.75 |
$148.05 |
| In Buy Zone? |
No
|
No
|